If there ever is a time where an ESTABLISHED client can not pay a bill, please follow these steps:
If Dr. Putt or I are here then get one of us and explain the situation and we will decide what needs to be done. If neither of us are here then call Dr. Putt and/or me!
- Explain to the client that we require FULL payment at the time of service/treatment.
- Recommend Care Credit, use a credit card, ask a family member…
- Ask what can they come up with today (We REQUIRE (would like) at least half!)
- Once there is approval of payment arrangements then put together a treatment plan of EVERYTHING that needs to be done and have owner print their name and sign their name on the treatment plan and include payment arrangements and your initials.
This is such a grey area that it’s very hard to explain exactly the steps that need to be made. Bottom line is you need to get approval from either Dr. Putt or myself and a very detailed treatment plan needs to be put together with client’s printed name and client’s signature and specific payment arrangements and your initials.
Questions? Let me know……. Erika
DH
yes-and let the doctor know if the client is having trouble with the estimated charges so that we have the opportunity to talk to them about alternative treatment options
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Also with hold medications and if possible test . This seems to help them come up with the money. I understand that not everyone can afford and agree with BR .
Yes, find out from the client exactly how much money they have available to spend once you realize they have financial restrictions. Communicate that with the doctor and she may be able to alter the plans then we won’t have to worry about payment arrangements!!
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